CFG icon

Citizens Financial Group
CFG

Overview Fund Activity

455 hedge funds and large institutions have $10B invested in Citizens Financial Group in 2016 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 122 reducing their positions, and 40 closing their positions.

Holders
455
Holders Change
+31
Holders Change %
+7.31%
% of All Funds
12.16%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.4%
New
76
Increased
216
Reduced
122
Closed
40
Calls
$41.9M
Puts
$12.9M
Net Calls
+$29M
Net Calls Change
+$14.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$322M
2
EA
2
Emerald Acquisition
Washington
$59M
3
BIT
3
BlackRock Institutional Trust
California
$328M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$435M
5
Morgan Stanley
5
Morgan Stanley
New York
$110M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$50.7M
2
SSM
2
Sound Shore Management
Connecticut
$53.7M
3
MAM
3
Majedie Asset Management
United Kingdom
$32.4M
4
PIM
4
Perkins Investment Management
Illinois
$51.5M
5
APG Asset Management
5
APG Asset Management
Netherlands
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
476
J.P. Morgan Private Wealth Advisors
California
– – -20,221 Closed
UCFA
477
United Capital Financial Advisors
Texas
– – -15,863 Closed
QI
478
Quotient Investors
New York
– – -13,536 Closed
LOAMS
479
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -11,803 Closed
SSG
480
Summit Securities Group
New York
– – -9,700 Closed
PAM
481
PartnerRe Asset Management
Connecticut
– – -3,572 Closed
JIC
482
Joel Isaacson & Co
New York
– – -2,306 Closed
IR
483
Invictus RG
Bermuda
– – -800 Closed
HR
484
Howe & Rusling
New York
– – -298 Closed
CBT
485
Central Bank & Trust
Kentucky
– – -246 Closed
PCP
486
Proficio Capital Partners
Massachusetts
– – -211 Closed
IIM
487
Ipswich Investment Management
Massachusetts
– – -200 Closed
IIC
488
Integrated Investment Consultants
Michigan
– – -199 Closed
VIA
489
Vantage Investment Advisors
Pennsylvania
– – -43 Closed
PG
490
PEAK6 Group
Illinois
– – – –
CRC
491
Curi RMB Capital
Illinois
– – – –
IWM
492
Integrated Wealth Management
California
$0 1 – –
TFO
493
Tarbox Family Office
California
$0 25 – –
WA
494
WFG Advisors
Texas
$0 9 – –
3C
495
361 Capital
Colorado
– – – –
MPWT
496
MassMutual Private Wealth & Trust
Connecticut
– – – –
NFG
497
Next Financial Group
Texas
$0 4 – –
Parallax Volatility Advisers
498
Parallax Volatility Advisers
California
– – – –
AssetMark Inc
499
AssetMark Inc
California
$0 2 – –
WAP
500
Wealthcare Advisory Partners
Pennsylvania
$0 3 +3 New
16 17 18 19
20